Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan W. Carrera is a financial advisor with over 15 years of experience in the industry. Jonathan is currently registered with Morgan Stanley Distribution, Inc. and has previously held positions with Van Kampen Funds Inc. and Morgan Stanley DW Inc. Jonathan holds the Series 6, 7, and 63 securities licenses as well as the SIE. Jonathan is dedicated to providing personalized financial guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
06/23/2010 - Present
Morgan Stanley Distribution, Inc. (NEW YORK NY)
NJ
04/20/2009 - 06/07/2010
VAN KAMPEN FUNDS INC. (JERSEY CITY NJ)
NY
11/24/2004 - 07/03/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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